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Disclosery

WBH ADVISORY INC: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBH ADVISORY INC on XLP, newest first. How the timeline and the estimate are built.

WBH ADVISORY INC held 48,591 XLP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,591 shares
    Change vs previous 13F -3,951 shares

    0.27% of the 13F portfolio, value $4,036,459.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,542 shares
    Change vs previous 13F +7,228 shares

    0.32% of the 13F portfolio, value $4,280,051.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 45,314 shares
    Change vs previous 13F -173 shares

    0.26% of the 13F portfolio, value $3,519,967.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,487 shares
    Change vs previous 13F -630 shares

    0.27% of the 13F portfolio, value $3,564,814.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,117 shares
    Change vs previous 13F -5,019 shares

    0.32% of the 13F portfolio, value $3,734,096.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,136 shares
    Change vs previous 13F -739 shares

    0.39% of the 13F portfolio, value $4,176,272.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 51,875 shares
    Change vs previous 13F -2,350 shares

    0.38% of the 13F portfolio, value $4,077,913.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 54,225 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,500,686.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).